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The Crypto Rundown 310: CRCL Hysteria and Bitcoin Conspiracies
Episode 310

The Crypto Rundown 310: CRCL Hysteria and Bitcoin Conspiracies

The Crypto Rundown

March 3, 202640m 19s

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Show Notes

The Crypto Rundown 310: COIN Hysteria, Jane Street Algos, and Bitcoin Conspiracies

Is Bitcoin being suppressed by institutional algorithms? This week on The Crypto Rundown, Mark Longo and Bill Ulivieri of Cenacle Capital Management dive into the "Jane Street Conspiracy" taking Crypto Twitter by storm. We analyze the allegations of 10:00 AM sell-clocks and whether authorized participants (APs) actually have the power to manipulate BTC price action.

In this episode, we break down:

  • The Bitcoin Breakdown: BTC nears $69k despite geopolitical madness in the Middle East.

  • The Jane Street "Smoking Gun": Is it a tinfoil hat theory or a predictable market-making reality?

  • COIN & USDC Hysteria: Why Coinbase (COIN) is decoupling from the broader market and surging toward $100.

  • SEC Shift: The significance of Chainlink's (LINK) former counsel joining the SEC's crypto task force in February 2026.

  • Derivatives Check: Analyzing the massive 1 million contract A DV in IBIT options and the shift in volatility skew.

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